| Total AUM | $22.4M |
| Discretionary | $22.4M100% of AUM |
| Client Accounts | 560 |
| Avg Account Size | $40K |
| Employees | 1 |
| Peak AUM | $277.4MMar 2024 |
| AUM CAGR | -6.5% /yrover 8 yrs · 43 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $22M | 91.0% | 53.2% | 28.7% | |
| Discretionary AUM | |||||
| Total AUM | $22.4M |
| Discretionary | $22.4M |
| Employees | 1 |
| Client Accounts | 560 |
| Client Range | 1-10 |
Address
5940 S RAINBOW BLVD
LAS VEGAS NV 89118
Phone
702-767-9891
Filing History
43 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$22M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$22M
| $22M |
| 91.0% |
| 51.1% |
| 28.7% |
| Total Accounts | 560 | 26.9% | 30.4% | 13.0% |
| Avg Account Size | $40,069.288 | 87.6% | 32.7% | 18.0% |
| Employees | 1 | 90.0% | 43.2% | 29.3% |
| AUM / Employee | $22M | 9.7% | 17.6% | +0.9% |
Client AUM Segments | |||||
| Wealth AUM | $22M | 91.0% | 51.1% | 28.5% | |
Client Count Segments | |||||
| HNW Clients | 181 | 74.4% | 34.8% | 22.8% | |